Berwyn Income Correlations

Mutual Funds . USA . 
Fund . Berwyn Income Fund
BERIX Fund  USD 14.69  0.32  2.13%   
The current 90-days correlation between Berwyn Income and Locorr Market Trend is 0.47 (i.e., Very weak diversification). The correlation of Berwyn Income is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Berwyn Income Correlation With Market

Poor diversification

The correlation between Berwyn Income Fund and DJI is 0.69 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Berwyn Income Fund and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Berwyn Income Fund. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Moving together with Berwyn Mutual Fund

  0.68CWFIX Chartwell Short DurationPairCorr
  0.9CWFCX Carillon Chartwell ShortPairCorr
  0.9CWFAX Chartwell Short DurationPairCorr
  0.91CWFRX Carillon Chartwell ShortPairCorr
  0.71HIGCX Eagle Growth IncomePairCorr
  0.85HIGJX Eagle Growth IncomePairCorr
  0.85HIGUX Eagle Growth IncomePairCorr
  0.89CWSIX Chartwell Small CapPairCorr
  0.8CWSGX Chartwell Small CapPairCorr
  0.89CWSHX Carillon Chartwell SmallPairCorr
  0.89CWSCX Carillon Chartwell SmallPairCorr
  0.87CWSAX Carillon Chartwell SmallPairCorr
  0.87CWSBX Carillon Chartwell SmallPairCorr
  0.89CWSWX Carillon Chartwell SmallPairCorr
  0.87CWSRX Columbia Large CapPairCorr
  0.84SUBTX Carillon Reams UnconPairCorr
  0.79SUBDX Carillon Reams UnconPairCorr
  0.84SUBFX Scout Unconstrained BondPairCorr
  0.83SUBEX Carillon Reams UnconPairCorr
  0.63SCPDX Carillon Reams CorePairCorr
  0.65SCPWX Carillon Reams CorePairCorr
  0.63SCPZX Scout E PlusPairCorr
  0.92UMBMX Scout Mid CapPairCorr
  0.74UMBHX Scout Small CapPairCorr
  1.0BERSX Carillon Chartwell RealPairCorr
  1.0BERGX Carillon Chartwell RealPairCorr
  0.78BERHX Carillon Chartwell RealPairCorr
  0.9BERCX Berwyn NerstonePairCorr
  0.74BERAX Carillon Chartwell MidPairCorr
  0.72HRCCX Eagle Capital ApprecPairCorr
  0.74HRCPX Eagle Capital ApprecPairCorr
  0.79HRSCX Eagle Small CapPairCorr
  0.84HAGIX Eagle Mid CapPairCorr

Moving against Berwyn Mutual Fund

  0.75CSSVX Carillon Scout SmallPairCorr
  0.75CSSJX Carillon Scout SmallPairCorr
  0.75CSSAX Carillon Scout SmallPairCorr
  0.74HRCVX Eagle Growth IncomePairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between Berwyn Mutual Fund performing well and Berwyn Income Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Berwyn Income's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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